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Liberty Media Series C

435 hedge funds and large institutions have $12.9B invested in Liberty Media Series C in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,660% more call options, than puts

Call options by funds: $25M | Put options by funds: $1.42M

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

2.95% more ownership

Funds ownership: 94.86%97.82% (+3%)

3% more funds holding

Funds holding: 424435 (+11)

6% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 141

5% more capital invested

Capital invested by funds: $12.3B → $12.9B (+$560M)

Holders
435
Holders Change
+11
Holders Change %
+2.59%
% of All Funds
6.34%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
58
Increased
150
Reduced
141
Closed
42
Calls
$25M
Puts
$1.42M
Net Calls
+$23.6M
Net Calls Change
+$8.81M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
401
Highlander Capital Management
New Jersey
$3.35K
OIA
402
Optimum Investment Advisors
Illinois
$3.16K
BWM
403
Baystate Wealth Management
Massachusetts
$2.97K +$3.07K +47 New
CPG
404
Cornerstone Planning Group
New Jersey
$2.9K +$2.03K +31 +207%
BGAI
405
Bruce G. Allen Investments
Colorado
$2.4K +$2.48K +38 New
VWA
406
Valued Wealth Advisors
Utah
$2.18K +$2.29K +35 New
NCM
407
Northwest Capital Management
Oregon
$1.77K
SIC
408
SJS Investment Consulting
Ohio
$1.71K +$131 +2 +8%
FG
409
Fairman Group
Pennsylvania
$1.39K +$1.44K +22 New
AIM
410
Anchor Investment Management
South Carolina
$1.26K
BBPWM
411
Blue Bell Private Wealth Management
Pennsylvania
$1.26K
CFFP
412
Center for Financial Planning
Michigan
$1.26K
VWM
413
Venturi Wealth Management
Texas
$1.07K +$1.11K +17 New
MHR
414
Matthew Hamilton Rosenberg
$1.07K
CAL
415
Capital Analysts LLC
Pennsylvania
$1K
AW
416
Avion Wealth
Texas
$1K +$65 +1 +14%
CT
417
Colonial Trust
South Carolina
$796 -$1.37K -21 -62%
JGIA
418
Jackson Grant Investment Advisers
Connecticut
$694
IRC
419
Investors Research Corp
Georgia
$631
GRP
420
Global Retirement Partners
California
$631 +$523 +8 +400%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$505 -$850 -13 -62%
FCA
422
FinTrust Capital Advisors
South Carolina
$442
IA
423
IFP Advisors
Florida
$379 -$523 -8 -57%
VCM
424
Versant Capital Management
Arizona
$379
SFA
425
Semmax Financial Advisors
North Carolina
$329

FWONK Hedge Fund Activity: Q4 2023 in Review

435 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series C (FWONK) for Q4 2023, worth a combined $12.9B — up 4.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FWONK positions and 42 closed out — a net gain of 16 holders — while 150 added to existing stakes and 141 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $161M. The largest seller was T. Rowe Price Associates, cutting an estimated $182M.

  • 435 institutional investors held Liberty Media Series C (FWONK) as of Q4 2023, up from 424 in Q3 2023.
  • Funds reported $12.9B of Liberty Media Series C stock for Q4 2023, up 4.6% quarter-over-quarter.
  • 58 funds opened new Liberty Media Series C positions in Q4 2023 and 42 closed out, a net change of +16 holders.
  • The largest Liberty Media Series C buyer in Q4 2023 was Schroder Investment Management Group, an estimated $161M added.
  • The largest Liberty Media Series C seller in Q4 2023 was T. Rowe Price Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2023.